Naples Wealth Advisors is a registered investment advisor that offers personalized investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and retirement plans. The firm builds tailored portfolios using mutual funds, exchange-traded funds, individual equities, and fixed income securities. Investment strategies include strategic and tactical asset allocation, fundamental analysis, and technical analysis. In addition to ongoing portfolio management, Naples Wealth Advisors provides comprehensive and modular financial planning covering budgeting, cash flow, retirement, tax strategies, estate planning, and insurance analysis. The firm operates on a fee-based model, charging fees as a percentage of assets under management or through fixed fees for financial planning engagements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is up to 1.00% of assets under management. Fees are negotiable based on the representative, client type, portfolio complexity, and total assets.